Great Valley Advisor Group’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.02M | Sell |
17,807
-16,415
| -48% | -$4.63M | 0.11% | 174 |
|
|
2025
Q1 | $10.1M | Sell |
34,222
-125
| -0.4% | -$36.9K | 0.22% | 113 |
|
|
2024
Q4 | $9.96M | Buy |
34,347
+18,842
| +122% | +$5.46M | 0.22% | 105 |
|
|
2024
Q3 | $4.62M | Buy |
15,505
+673
| +5% | +$200K | 0.11% | 177 |
|
|
2024
Q2 | $3.83M | Buy |
14,832
+2,513
| +20% | +$648K | 0.11% | 200 |
|
|
2024
Q1 | $2.98M | Buy |
12,319
+455
| +4% | +$110K | 0.09% | 221 |
|
|
2023
Q4 | $3.25M | Sell |
11,864
-1,089
| -8% | -$298K | 0.11% | 187 |
|
|
2023
Q3 | $3.67M | Buy |
12,953
+1,455
| +13% | +$412K | 0.15% | 157 |
|
|
2023
Q2 | $3.44M | Buy |
11,498
+544
| +5% | +$163K | 0.14% | 160 |
|
|
2023
Q1 | $3.15M | Buy |
10,954
+982
| +10% | +$282K | 0.15% | 167 |
|
|
2022
Q4 | $3.07M | Buy |
9,972
+231
| +2% | +$71.2K | 0.16% | 156 |
|
|
2022
Q3 | $2.27M | Buy |
9,741
+407
| +4% | +$94.7K | 0.13% | 174 |
|
|
2022
Q2 | $2.24M | Buy |
9,334
+694
| +8% | +$167K | 0.12% | 180 |
|
|
2022
Q1 | $2.16M | Buy |
8,640
+809
| +10% | +$202K | 0.13% | 190 |
|
|
2021
Q4 | $2.38M | Buy |
7,831
+8
| +0.1% | +$2.43K | 0.15% | 160 |
|
|
2021
Q3 | $2M | Buy |
7,823
+815
| +12% | +$209K | 0.14% | 174 |
|
|
2021
Q2 | $2.02M | Buy |
7,008
+919
| +15% | +$264K | 0.15% | 164 |
|
|
2021
Q1 | $1.71M | Buy |
6,089
+237
| +4% | +$66.7K | 0.16% | 142 |
|
|
2020
Q4 | $1.6M | Buy |
5,852
+197
| +3% | +$53.8K | 0.17% | 136 |
|
|
2020
Q3 | $1.69M | Buy |
5,655
+3,687
| +187% | +$1.1M | 0.21% | 107 |
|
|
2020
Q2 | $475K | Buy |
+1,968
| New | +$475K | 0.08% | 242 |
|